Investment Banking: How to Land a Job on Wall Street
3.9 (27 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Investment Banking: How to Land a Job on Wall Street

Break into investment banking using this actionable guide covering every topic you need to know to land your dream job.
3.9 (27 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,213 students enrolled
Created by Zachary Beukema
Last updated 8/2015
Current price: $10 Original price: $75 Discount: 87% off
1 day left at this price!
30-Day Money-Back Guarantee
  • 3 hours on-demand video
  • 3 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Techniques to land a job on Wall Street
  • Understand the fundamentals of investment banking
  • Understand the competitive landscape and inner workings of a bank and an analyst program
  • Gain insight into how to perform as a top analyst
  • Learn about the hiring process, including key players and timing
  • Understand how to effectively minimize candidate risk
  • Craft a personal story, resume, cover letter and positive online presence
  • Form an effective, tailored networking approach
  • Learn specific e-mail techniques and scripts to set up phone conversations and in-person informational interviews
  • Learn how to generate leads and grow a massive network of individuals throughout the industry
  • Understand how to make the most of your current situation, whether a student or business professional
  • Learn how to effectively and efficiently prepare for the interview, including specific topics and resources that can be used and implemented before and after the interview
  • Create a backup plan that will allow you to continue on the path toward landing a job on Wall Street
  • Utilize additional BONUS content
View Curriculum
  • A passion for finance
  • Interest in learning how to work at an investment bank
  • No prerequisite knowledge required

Do you want to work alongside the best and brightest financial minds?

Do you want exposure to senior management, gaining insight into how industry-leading executives view strategy and growth?

Do you want to hone your analytical abilities, sharpen your attention to detail, develop financial modeling skills and learn how to compile presentations fit for the boardroom?

Do you want to work in a challenging, fast-paced industry where you will learn transferrable skills and have the opportunity to break into private equity, join a hedge fund, start your own entrepreneurial venture or attend a top business school?

Then it sounds like you want to work at an investment bank!

But how do you break into Wall Street without a previous internship and without industry connections?

How do you get experience, while needing experience?

How do you go from an underdog candidate, to having more momentum than the top applicants from target schools?

This course provides an action plan for undergraduates and professionals looking to break into the competitive world of investment banking.

With 63 lectures and 4 hours of content we will cover the fundamentals of banking, the hiring and interview process and formulate a tailored networking approach that will allow you to land a job on Wall Street.


I used the same tactics, scripts and techniques provided in this course to break into Wall Street without any family or personal connections, without a degree from an Ivy League institution and without prior internship or banking experience.

But that's not all!

We will also cover materials that will not only earn you a seat at an investment bank, but also allow you to succeed and excel as a top analyst.

In addition, I will personally respond to any questions you may have as you go through the material. I encourage you to invest in yourself and in these proven tactics that will help you land your dream job!

Who is the target audience?
  • Anyone interested in landing a job at an investment bank
  • Undergraduate students looking to gain an edge for obtaining a summer internship
  • Professionals looking to make the transition from their current role to Wall Street
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Curriculum For This Course
Expand All 63 Lectures Collapse All 63 Lectures 03:14:46
Getting Started
9 Lectures 29:49

What is Investment Banking?

What Does an Investment Bank Do?

The Competitive Landscape

Are All Analyst Programs the Same?

Inside the Walls of the Investment Bank

Product vs. Industry / Coverage Group

Understanding Group Structure and the Deal Team

Finding the Right Culture
Investment Banking Success
2 Lectures 12:47
Profile of the "Top Analyst"

Implementing a Balanced Approach
Understanding Our Current Situation
4 Lectures 07:53
Knowing the Starting Point

Goal Setting and the Road Ahead

"Foot in the Door" Strategy

A Tailored Approach - Working to Our Strengths
The Hiring Process - Players and Timing
7 Lectures 11:34
The Selection Process

Minimizing Our Candidate Risk

Key Stakeholders in the Hiring Process

Utilizing the "Insider"

Setting the Timeline

Taking a Personal Inventory
Materials Required - Tools for Success
4 Lectures 13:01
Crafting Your Personal Story

The Resume

The Cover Letter

Cultivating a Positive Online Presence
18 Lectures 01:06:39
Networking Mindset and Strategy

Identifying the Target Investment Banks

Efficiently Identifying Target Contacts

Contacting Family and Friends

Leveraging the Career Center

Leveraging LinkedIn

Beginning the Approach

Setting Up Your E-mail Correctly

How to Ensure Your E-mail is Read

Drafting the Initial E-mail

Waiting for a Reply - How and When to Follow Up

Lead Generation - Turning a "No" into a "Yes"

How to Utilize the Referral

How to Schedule and Prepare for the Initial Phone Call

Navigating the Initial Phone Call

The Office Visit or Informational Interview

Standing out in Group Networking

Waiting Well
The Interview
6 Lectures 21:23
The Interview Mindset

Everything You Need to Know for Your Interview

How to Prepare in the Final Days Before the Interview

After Interview Etiquette and Follow-Up

How to Handle the Dinner Interview

Covering all the Bases - The Backup Plan
Next Steps and Resources
7 Lectures 26:32
What You Learned and More

BONUS - How to Hit the Ground Running

BONUS - Keys to Effective Communication

BONUS - Navigating Key Relationships

BONUS - Analyst Tips and Best Practices

BONUS - A "Typical" Day in the Life of an Analyst
Additional Resources
6 Lectures 00:05
Personal Inventory Checklist
1 page

Resume Template

Recruiting Master File

E-mail and Phone Call Scripts
3 pages

Interview Resources
1 page

All Links Referenced
About the Instructor
Zachary Beukema
3.9 Average rating
27 Reviews
1,213 Students
1 Course

My name is Zachary Beukema. I have a passion for learning, personal development, strategy and travel. I also love helping people discover and pursue their dreams.

After networking my way to Wall Street, I spent two years as a top ranked analyst before being promoted to third year analyst. During my time as an investment banker, I served on recruiting teams, took part in on campus information sessions, pre-interview dinners and helped interview candidates. After three incredible years as an analyst, I decided to turn down my associate promotion to pursue my own entrepreneurial ventures.